Cerity Partners · 4 days ago
Partner Development Internship
Cerity Partners is searching for talented, bright, and motivated individuals to join their Partner Development team for a summer internship. This internship offers real-world experience in the financial industry, focusing on investment management and wealth management operations.
BankingFinanceFinancial Services
Responsibilities
Learn about the front-to-back operations of an Investment Management and Wealth Management firm
Gain direct hands-on exposure to corporate development initiatives including analyzing merger opportunities, tracking KPIs, managing relationships with strategic partners, and evaluating industry trends
Qualification
Required
Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
A team player who leaves their ego at the door and welcomes feedback with the goal of continuous improvement
Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
Attitude that no task is too small and willingness to do whatever tasks necessary to make sure that the work is done on time
Interest in finance, banking, wealth management and investments – we appreciate you may not know your major, which is just fine
Exceptional project management skills and organizational abilities
Be proficient in Microsoft Office Applications
Preferred
Major/concentration in business administration, economics or finance is a plus, but exceptional candidates from any major will be considered
Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
Benefits
Direct exposure to senior leadership and decision-makers.
The opportunity to work at one of the fastest-growing RIAs in America.
Hands-on training to build and strengthen wealth management and financial planning skills.
Experience within a culture that values collaboration, curiosity, and excellence.
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Recent News
Private Banker International
2026-01-11
2026-01-09
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